Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
9 years
Location
Fosston, MN 56542
LPL Financial
Institution
Ryan Paulson is a financial advisor with LPL Financial in Fosston, MN, holding a Series 66 license and nine years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at INVEST Financial Corporation, American Federal Bank, and First International Bank & Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Fosston, MN
209 Johnson Ave N
Fosston MN 56542
Advisors at this office
1
Minnesota
9 years of industry experience
LPL Financial
2018 - Present • 8 years
Fosston, MN
INVEST Financial Corporation
2017 - 2018 • 1 year
Tampa, FL
American Federal Bank
2016 - Present • 10 years
Fargo, ND
First International Bank & Trust
2015 - 2016 • 1 year
Fargo, ND
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 66
Fosston, MN
Focus Financial
Paul Rosendahl is a financial advisor with Focus Financial who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked with Osaic since 2003. In addition to his advisory role, he serves as a public address announcer for the Fosston School District at local football and basketball games. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients, offering a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.
Series 63, Series 65
McIntosh, MN
Cetera
Davin Swanson is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 credentials. Outside of his advisory role, he is involved in agriculture as an owner of a beef cow/calf operation and serves as treasurer for a local cemetery board. Swanson also participates in community service as a board member for the Win E Mac school district and is president of King Town Mutual Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, planning, and consulting services through a multi-manager platform that supports various investment strategies and program structures.
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